White Lighthouse Investment Management Inc. Vanguard Dividend Appreciation Transaction History

White Lighthouse Investment Management Inc.

  • $518 Million
  • Q2 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 56,321 shares of VIG stock, worth $10.3 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
56,321
Previous 56,741 0.74%
Holding current value
$10.3 Million
Previous $10.4 Million 0.77%
% of portfolio
1.98%
Previous 2.11%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$173.33 - $185.29 $72,798 - $77,821
-420 Reduced 0.74%
56,321 $10.3 Million
Q1 2024

May 07, 2024
SELL
$168.47 - $182.98 $19,710 - $21,408
-117 Reduced 0.21%
56,741 $10.4 Million
Q4 2023

Jan 23, 2024
SELL
$150.16 - $171.16 $164,275 - $187,249
-1,094 Reduced 1.89%
56,858 $9.69 Million
Q3 2023

Oct 18, 2023
SELL
$155.38 - $166.95 $5,282 - $5,676
-34 Reduced 0.06%
57,952 $9 Million
Q2 2023

Aug 07, 2023
SELL
$152.74 - $162.43 $456,998 - $485,990
-2,992 Reduced 4.91%
57,986 $9.42 Million
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $226,160 - $243,194
1,536 Added 2.58%
60,978 $9.39 Million
Q4 2022

Jan 24, 2023
BUY
$144.84 - $158.71 $9,559 - $10,474
66 Added 0.11%
59,442 $0
Q3 2022

Oct 18, 2022
BUY
N/A
5,161 Added 9.52%
59,376 $8.03 Million
Q2 2022

Jul 20, 2022
BUY
N/A
3,457 Added 6.81%
54,215 $7.78 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-64 Reduced 0.13%
50,758 $8.23 Million
Q4 2021

Jan 12, 2022
BUY
N/A
176 Added 0.35%
50,822 $8.73 Million
Q3 2021

Oct 20, 2021
BUY
N/A
2,638 Added 5.49%
50,646 $7.78 Million
Q2 2021

Jul 26, 2021
BUY
N/A
363 Added 0.76%
48,008 $7.43 Million
Q1 2021

May 07, 2021
SELL
N/A
-7,675 Reduced 13.87%
47,645 $7.01 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-442 Reduced 0.79%
55,320 $7.81 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-2,400 Reduced 4.13%
55,762 $7.17 Million
Q2 2020

Jul 23, 2020
BUY
N/A
1,216 Added 2.14%
58,162 $6.82 Million
Q1 2020

Apr 07, 2020
BUY
N/A
6,647 Added 13.21%
56,946 $5.89 Million
Q4 2019

Jan 24, 2020
BUY
N/A
4,485 Added 9.79%
50,299 $6.27 Million
Q3 2019

Nov 13, 2019
BUY
N/A
3,008 Added 7.03%
45,814 $5.48 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-2,763 Reduced 6.06%
42,806 $4.93 Million
Q1 2019

May 08, 2019
SELL
N/A
-2,404 Reduced 5.01%
45,569 $5 Million
Q4 2018

Jan 23, 2019
BUY
N/A
245 Added 0.51%
47,973 $4.7 Million
Q3 2018

Oct 24, 2018
SELL
N/A
-483 Reduced 1.0%
47,728 $5.28 Million
Q2 2018

Aug 09, 2018
BUY
N/A
3,044 Added 6.74%
48,211 $4.9 Million
Q1 2018

Apr 12, 2018
BUY
N/A
425 Added 0.95%
45,167 $4.56 Million
Q4 2017

Jan 10, 2018
BUY
N/A
44,742
44,742 $4.57 Million

Others Institutions Holding VIG

# of Institutions
2,144
Shares Held
191M
Call Options Held
652K
Put Options Held
72.3K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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